The professional body for whole life management of physical assets

Self Assessment Methodology

Compliance & Conformance

Please note that it has come to our attention that claims appear on some websites and promotional materials that organisations can offer or are authorised to offer certification or assessment services that are in some way approved by the IAM.

This is not the case.

In fact, a fundamental reason for introducing the Endorsed Assessor Scheme is to give some guidance to potential clients and to identify providers whose staff know about asset management.

Self Assessment

If you are reading this page, we assume you already understand what Asset Management is and the role of the Management System / ISO55000.  If not, please do have a look at the information available on other pages.

The IAM believes that certification by independent third parties has value to an organization only insofar as its stakeholders value that certificate of conformance.  The real value comes from absorbing the philosophy of asset management and implementing an appropriate management system to make the activities consistent.  Therefore, it may be appropriate for an organization – even a large international organization – to do its own internal or self-assessment. 

Note that we believe that asset management is special (compared to some other Standards) and assessment requires the auditors to have a minimum level of knowledge and understanding.  The IAM supports the specification produced by consensus of the Global Forum and we recommend that you ensure this is the case, whether or not the assessment is internal or formal third party.

We recommend that you consider using one of the Endorsed Assessors listed on our website.  We support the emergence of a variety of Accreditation schemes in various countries (against ISO17021-5).  Wherever these emerge, we hope the country concerned will recognize the GFMAM specification mentioned above is a requirement for auditors of Accredited Assessor Bodies.

The SAM Tool

The Self-Assessment Methodology (SAM) tool replaces the PAS55 Assessment Methodology (PAM) tool.  Please read theBackground page for more information and history.

PLEASE NOTE OUR TERMS & CONDITIONS.  This valuable intellectual property is made available to you by the IAM on the understanding that you will not abuse that privilege. 

The user is advised that reference to BSI PAS 55:2008 and ISO 55000, 55001 and 55002 documents is essential as the assessment methodology is complementary to it and in no way replaces it.

SAM+

Download the Self Assessment Methodology Plus (SAM+) (Paying IAM Members Only)

Release Note: The SAM tool has been tested on Microsoft Excel, there are known bugs on Mac's. We're currently working on these issues.

Download the SAM+ Guidance Booklet


SAM

Download the Self Assessment Methodology (SAM) (Paying IAM Members Only)

Release Note: The SAM tool has been tested on Microsoft Excel, there are known bugs on Mac's. We're currently working on these issues.

Download the SAM Guidance Booklet
 

Terms and Conditions (Download)
 

Give us feedback on the SAM Tool here
 

The Purpose of the SAM

The IAM’s Self-Assessment Methodology has been developed such that it: 

-       Can be applied to all sectors;

-       Is free of any commercial bias;

-       Allows organizations to assess their capability across either the 28 elements of BSI PAS 55:2008 or the 27 sub-clauses of ISO 55001, including:

-       Strengths and weaknesses;

-       Deficiencies;

-       Areas of excellence.

-       Is complementary to and supportive of certification to BSI PAS 55:2008 and ISO 55001;

-       Enables organizations to share and compare their own capability with others (industry peers and stakeholders alike), should organizations wish;

-       Facilitates the identification of best practice;

-       Facilitates the preparation of action plans for improvement;

-       Allows organizations to track improvements in their asset management systems.

The scope of an asset management assessment should match the scope of an organization’s asset management system. 

Further guidance on defining the scope of an asset management system is contained in Section 4.1 of BSI PAS 55:2008 and Section 4.3 of ISO 55001
 

What is the SAM Tool?

The Self-Assessment Methodology comprises the following components:

- Overall guidance notes to aid the use of the Self-Assessment Methodology tool;

- Question and answer sets that enables a user to assess the approach of an organization to, and adoption of, each of the 28 elements of BSI PAS 55:2008;

- Question and answer sets that enables a user to assess the approach of an organization to, and adoption of, each of the 27 sub-clauses of ISO 55001;

- Specific guidance to provide targeted advice and information for each question;

- A maturity scale based on that contained in the International Infrastructure Management Manual(IIMM), which provides a display of the results of the assessment on a scale of 0 to 4 to be used for the BSI PAS 55:2008 assessment;

- A maturity scale based on that developed by the IAM Maturity Group, which provides a display of the results of the assessment on a scale of 0 to 3, which is the level of compliance with ISO 55001. The scale also allows for a score of beyond to be recorded when it has been assessed that an organisation goes further than ISO 55001 compliance requires.

- An Excel based tool that embodies the question and answer sets together with the question specific guidance.

 


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